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Wick Capital Partners’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Wick Capital Partners’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,916
Closed -$209K – 105
2024
Q4 		$209K Buy
+6,916
New +$213K 0.06% 91

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Wick Capital Partners's BALI Position: Q1 2025 in Review

Wick Capital Partners sold out of iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q1 2025, closing a stake of 6,916 shares — an estimated $209K sold.

Wick Capital Partners first reported a position in BALI in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 77 funds tracked by Wall St. Rank hold BALI as of Q1 2025.

  • Wick Capital Partners reported no remaining iShares U.S. Large Cap Premium Income Active ETF position as of Q1 2025 after selling out during the quarter.
  • Wick Capital Partners sold 6,916 iShares U.S. Large Cap Premium Income Active ETF shares in Q1 2025, an estimated $209K.
  • Wick Capital Partners first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and held it in 1 quarter.
  • Wick Capital Partners's iShares U.S. Large Cap Premium Income Active ETF position peaked at $209K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q1 2025.

Based on Wick Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.